Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$647B
AUM Growth
+$130B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,355
New
Increased
Reduced
Closed

Top Buys

1
+$4.4B
2
+$2.57B
3
+$2.22B
4
MSFT icon
Microsoft
MSFT
+$1.91B
5
SNOW icon
Snowflake
SNOW
+$1.44B

Top Sells

1
+$2.02B
2
+$1.34B
3
+$972M
4
OKTA icon
Okta
OKTA
+$846M
5
TWLO icon
Twilio
TWLO
+$750M

Sector Composition

1 Technology 18.99%
2 Healthcare 9.85%
3 Consumer Discretionary 9.52%
4 Communication Services 9.5%
5 Financials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5651
$125K ﹤0.01%
+4,100
5652
$124K ﹤0.01%
11,474
5653
$124K ﹤0.01%
+37,552
5654
$124K ﹤0.01%
+9,383
5655
$124K ﹤0.01%
+11,550
5656
$123K ﹤0.01%
3,309
+2,283
5657
$123K ﹤0.01%
5,104
+1,490
5658
$122K ﹤0.01%
3,417
+125
5659
$122K ﹤0.01%
10,891
+2,799
5660
$122K ﹤0.01%
24,507
-7,734
5661
$122K ﹤0.01%
17,132
-950
5662
$122K ﹤0.01%
12,218
-802
5663
$122K ﹤0.01%
8,528
-233
5664
$121K ﹤0.01%
+11,652
5665
$121K ﹤0.01%
+3,980
5666
$121K ﹤0.01%
53,662
+22,083
5667
$121K ﹤0.01%
41,913
+4,194
5668
$121K ﹤0.01%
+6,116
5669
$120K ﹤0.01%
3,650
+2,000
5670
$120K ﹤0.01%
5,543
-5,977
5671
$119K ﹤0.01%
3,758
-897
5672
$119K ﹤0.01%
10,601
+101
5673
– –
0
5674
$118K ﹤0.01%
+2,950
5675
$118K ﹤0.01%
18,203
-2,056
225 226
227
228 229